Budgeting & Strategic Planning

Strategic budgeting converts Big Data to Big Information. Our team specializes in optimizing planning efforts at middle-market companies. We emphasize both the immediate planning needs as well as building the ongoing capabilities for finance teams to manage performance against plan to execute on future planning cycles.

Process Design & Model Development

Our process includes rapid assessments of the business to develop a budgeting approach that will be the most impactful. We also provide documentation of the end-to-end workflow and cross-functional, driver-based models.

Planning Cycle Execution

We partner with stakeholders to carry out a full budgeting process, including sharing of results.

Strategic Planning & Scenario Modeling

Our team works with management teams to assess the long-term impact of potential business decisions and enable data driven decision-making.

Download our two-pager on Budgeting & Strategic Planning

Kyle Ludwig

Managing Director

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